See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,744 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,440 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,163 | $86,655-4.0% | $119,609-30.5% | $66,914+24.3% |
| Participation rate | 34.9% | 75.6%-40.7pp | 79.3%-44.3pp | 69.8%-34.9pp |
| Annual return | -15.05% | -8.00%-7.1pp | -14.97%-0.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,099 | $2,536-56.6% | $4,232-74.0% | $2,544-56.8% |
| Participant deferral / active EE | $2,346 | $4,358-46.2% | $5,602-58.1% | $4,237-44.6% |
| Admin fee / account holder | $246 | $755-67.3% | $10,323-97.6% | $593-58.5% |